Simon Quick Advisors 13F: Adds $1.2M to Netflix (NFLX) Stake

On October 26, 2026, Simon Quick Advisors boosted its stake in Netflix, Inc. (NFLX) by 17,435 shares, raising its total to 44,135 shares valued at approximately $3.07 million. This information comes from the fund's latest Form 13F filing with the SEC.

NFLX Netflix, Inc.

$63.08 ▼ -30.67% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Simon Quick Advisors' Netflix Position

Simon Quick Advisors increased its holdings in Netflix by 17,435 shares, a 65.3% rise from its previous total of 26,700 shares. The total reported value of this position is now about $3.07 million.

Where Netflix Fits in Simon Quick Advisors' Portfolio

Netflix represents about 0.23% of Simon Quick Advisors' total reported 13F value of approximately $1.34 billion, ranking 36th among the fund's 455 positions.

Other Institutional Activity in Netflix

Several other funds have adjusted their positions in Netflix recently. Sepio Capital reduced its stake by 12,812 shares, ending with 77,855 shares valued at about $5.42 million. Howland Capital Management cut its position by 33,426 shares, bringing its total to 106,039 shares worth around $7.38 million. Meanwhile, SBI Securities increased its stake by 30,611 shares, now holding 197,813 shares valued at approximately $13.76 million.

Netflix, Inc. Stock Down 3.0%

As of October 27, 2026, Netflix shares were recently trading around $63.90, which is about 1.3% above the closing price of $63.08 on October 26, 2026. The stock is currently below its 50-day moving average of $73.98 and its 200-day average of $82.14, indicating some challenges in price performance.

Recent Earnings

Netflix reported trailing twelve-month revenue of approximately $49.73 billion, showing a year-over-year growth of 11.8%. The company has a net margin of 29.7% and a return on equity of 53.5%. Its next earnings report is scheduled for January 19, 2027.

Insider Buying and Selling at Netflix, Inc.

Insiders at Netflix have been selling shares recently. Chief Executive Officer Gregory K. Peters sold 27,312 shares on August 6, 2026, at an average price of $73.54, totaling about $2.01 million. Chief Financial Officer Spencer Adam Neumann sold 9,248 shares on August 10, 2026, for approximately $700,907. Additionally, Director Richard N. Barton sold shares on September 8 and September 10, 2026, for values of $55,872 and $109,102, respectively.

Analysts Set New Price Targets

On October 21, 2026, UBS maintained a 'Buy' rating on Netflix with a target price of $100, down from $115. Citigroup also maintained a 'Buy' rating, lowering its target from $100 to $85. Argus Research kept a 'Buy' rating with a reduced target of $95, while Wolfe Research downgraded its rating to 'Peer Perform'. The consensus among 43 analysts is a 'Buy' recommendation with a mean price target of approximately $84.79.

About Netflix, Inc.

Netflix, Inc. provides streaming entertainment services globally, offering a wide range of TV series, movies, documentaries, and games. The company operates across various devices, making it accessible for users worldwide. With a strong market presence, Netflix continues to adapt and expand its offerings in the competitive entertainment landscape.

Bottom Line

Investors should watch for Netflix's next earnings report on January 19, 2027, and any further filings from institutional investors that may affect the stock's performance. Simon Quick Advisors' recent increase in its Netflix stake reflects confidence in the company's future, despite recent selling by insiders and mixed analyst ratings.